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Turning Point Benefit Group’s WEC Energy WEC Stock Holding History

Turning Point Benefit Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
9,682
+2,104
+28% +$240K 0.49% 45
2026
Q1 		$885K Sell
7,578
-68
-0.9% -$7.64K 0.56% 39
2025
Q4 		$806K Buy
7,646
+916
+14% +$101K 0.42% 43
2025
Q3 		$760K Buy
6,730
+662
+11% +$71.8K 0.46% 44
2025
Q2 		$632K Buy
6,068
+448
+8% +$47.7K 0.48% 43
2025
Q1 		$580K Buy
5,620
+3,025
+117% +$309K 0.54% 27
2024
Q4 		$244K Buy
+2,595
New +$252K 0.23% 56

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Turning Point Benefit Group's WEC Position: Q2 2026 in Review

Turning Point Benefit Group increased its WEC Energy (WEC) stake by 28% in Q2 2026, buying an estimated $240K and bringing the position to 9,682 shares worth $1.13M. The position accounts for 0.49% of the portfolio, ranked #45.

Turning Point Benefit Group first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Turning Point Benefit Group held 9,682 shares of WEC Energy worth $1.13M as of Q2 2026.
  • Turning Point Benefit Group bought 2,104 WEC Energy shares in Q2 2026, an estimated $240K.
  • WEC Energy made up 0.49% of Turning Point Benefit Group's portfolio in Q2 2026, its #45 holding.
  • Turning Point Benefit Group first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.